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The Regional Vice President builds relationships with prospective wealth management clients, assesses their financial needs, presents tailored Mercer Advisors solutions, and manages the full sales pipeline from prospecting through conversion. The role requires financial services sales expertise, investment management knowledge, client relationship skills, CRM proficiency, and Series 65 or 66 licensing or an eligible professional designation. The position offers base compensation plus significant commission potential and requires flexibility to travel.

Build relationships with prospective wealth management clients, understand their financial needs, present tailored Mercer Advisors solutions, and manage the sales pipeline from initial engagement through conversion. The role requires strong financial services expertise, client relationship development, CRM proficiency, sales leadership, organization, and the ability to drive growth in a high-volume environment.

The Regional Vice President develops relationships with prospective wealth management clients, assesses their financial needs, presents tailored Mercer Advisors solutions, and manages the sales pipeline from prospecting through conversion. The role requires strong financial services expertise, client relationship skills, CRM proficiency, and the ability to drive sales in a high-volume environment. It may involve meetings by phone, Zoom, or in person, along with travel and occasional schedule flexibility.

Build relationships with prospective wealth management clients, understand their financial needs, present tailored solutions, and manage the full sales pipeline from prospecting through conversion. The role requires financial services sales expertise, investment management knowledge, relationship-building skills, CRM proficiency, and Series 65 or 66 licensure or an eligible exemption. The Regional Vice President operates in a high-volume, client-focused environment and may travel as needed.

Provides legal guidance on mergers and acquisitions, contract negotiations, corporate governance, and related matters. Responsibilities include drafting and negotiating agreements, conducting M&A due diligence, advising on legal and regulatory issues, collaborating with business partners, overseeing outside counsel, and monitoring legal developments. The role requires a law degree, bar licensure, and at least four years of legal experience, with M&A expertise required and financial services or securities law experience preferred.

Owns digital products, experiences, technologies, integrations, and processes supporting company growth. Responsibilities include setting product vision, managing roadmaps, defining requirements, coordinating cross-functional initiatives, maintaining data quality, overseeing integrations, managing technical projects, documenting workflows, tracking KPIs, and coordinating releases. The role requires hands-on product administration, strategic planning, stakeholder collaboration, and Agile project management experience.

Wealth Advisor develops comprehensive financial recommendations for affluent clients, covering investments, tax, estate planning, insurance, and related needs. The role builds long-term client relationships, supports retention and referrals, communicates complex financial solutions, conducts portfolio reviews and asset allocation analysis, and ensures fiduciary, regulatory, and compliance standards. The position requires a CFP or accepted equivalent designation, Series 65 licensing, substantial advisory experience, and up to 20% travel.

Provides comprehensive financial planning and investment guidance to ultra-high-net-worth clients while supporting a Senior Wealth Advisor. Responsibilities include preparing financial plans, participating in client meetings, coordinating tax, estate, and portfolio specialists, managing client deliverables, translating complex concepts, ensuring regulatory compliance, and developing client relationships and advisory capabilities. The role requires fiduciary conduct, CFP-level expertise, Series 65 qualification, and up to 20% travel.

Supports investment research through asset market analysis, fund manager due diligence, performance and risk analysis, portfolio strategy evaluation, and investment documentation. Prepares materials for investment committees, contributes to capital markets research and educational content, maintains investment policies, and assists with regulatory audits. The role requires quantitative analysis, financial modeling, strong communication, and proficiency with Excel and investment research platforms.

The Regional Vice President builds relationships with prospective wealth management clients, assesses their financial needs, presents tailored solutions, and manages the sales pipeline from initial engagement through conversion. The role requires financial services sales expertise, investment management knowledge, licensing, CRM proficiency, strong organizational skills, and a client-focused, growth-oriented mindset. Responsibilities involve working with clients via Zoom, phone, and in person, collaborating across the organization, and maintaining availability during standard business hours with flexibility to travel.